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RIA Operators
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14 contributions to RIA Operators
13d •
Single Sign On
Has anyone used a consulting firm that sets up single sign on that you would recommend?
0 likes • 5d
@Nikki Whittle - we use RIA Workspace for our MSP and Cybersecurity. They set up our SSO using our Microsoft E5 platform. It has worked really well.
Feb 3 •
DocuSign Alternatives?
Has anyone successfully migrated away from DocuSign? Who are you using?
0 likes • Feb 9
@Chris Gure We moved over to Adobe for our e-signatures two years ago. I don't like it was well as DocuSign, but we are only charged $25/mo/seat. For this we are able to edit and secure .pdf files and also utilize their e-signature tool. We have multiple templates and are able to send to multiple signers. Our custodian sends e-signature through DocuSign and then we send our RIA docs through Adobe so we just have to explain this to clients.
0 likes • Feb 9
@Chris Gure That rate doesn't include MFA passcodes so we have to password protect each document and then pass that information along to the client for secure access. That makes it less convenient that DocuSign, but our volume is pretty low right now. You post caught my eye because I am always looking for a reason to migrate back to DocuSign but right now the price and volume doesn't justify for us. Sorry, that become a long answer to your short question - right now it is worth it for us.
Sep '25 •
Jump vs. Zocks vs. GReminders... Which are you using, and Why?
Hi everyone, looking for real-world feedback and details about which notetaker your firm is using and why. We're at a large BD that has these 3 as the only approved options. I've been testing Jump and Zocks off and on for the past 6 months but haven't pulled the trigger yet on either. I had originally been leaning towards Jump due to their Insights, but Zocks seems like the summaries are more thorough, and a UI that makes more sense to me. Zocks also pulls in email content as a meeting prep source and now integrates with Holistiplan too, which is a big win for us. We have a team of 9 advisors, 10 client service associates, and 4 admin. We use Wealthbox, RightCapital, and Holistiplan. Would love to hear your experiences!
1 like • Oct '25
@Joe Moss Still holding my breath...
0 likes • Oct '25
@Joe Moss Thanks, I should have better noted that I was only joking around. :)
Oct '25 •
Cybersecurity Tech Stack - VPN Needed?
Currently we are using RIAWorkspace for IT and Microsoft Defender/Advisor Armor for cybersecurity. What are other operators using and does your stack include a VPN? I'm also down to Dashlane, 1Password, and Keeper for a PW management tool. What has been the group's experience with these?
Poll
7 members have voted
0 likes • Oct '25
@Andrew Morales We also use RIAWorkspace and Advisor Armor (which we had before joining RIAWorkspace). In a recent systems review call with RIAWorkspace we were assured that continuing to subscribe to Advisor Armor is duplicative to the services they provide. This may go well with your question of having VPN for an extra level of security - but do you plan to keep your Advisor Armor subscription? I am also a big fan of 1Password for personal and professional use. Personally it is great to share information in a group vault for other family members. Professionally I love the Chrome plug-in that allows me to auto-populate passwords for commonly visited sites.
Sep '25 •
Wealthbox - Email Broadcasts
Hi! We recently sent out an email broadcast (in batches of the recommended 100); however, we still had a number of failed emails which seems to be due to the M365 "throttle" limits of 30 messages per minute. Has anyone had success with sending bulk emails out of Wealthbox?
1 like • Sep '25
Kristen, we are able to send bulk emails out of Wealthbox. We had to work with our MSP to increase our daily email settings inside of our Microsoft account. This quickly gets outside of my expertise, but those limits are there to prevent your (our) emails from being flagged as spam by other email servers - but when they increased our daily email allotment we haven't had any problems using Wealthbox email broadcasts. Good luck!
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@david-gilmore-3450
Financial advisor and co-owner of a small RIA firm in Independence, MO.
Active 18h ago
Joined Jan 13, 2025
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